The penetration rate of the LED lighting market is expected to continue to increase, and the small-pitch LED display will maintain a high growth rate. The Mini LED/Micro LED is expected to open up the LED growth space, and the downstream application fields will be more blooming. The demand for LED chips is expected to maintain a high growth. speed.
The High-tech Research Institute LED Research Institute (GGII) predicts that China's LED chip companies will continue to expand production in 2018-2019. It is estimated that China's output value will exceed 50% in 2019.
Recently, China and the United States and Nanchang signed a strategic cooperation agreement, plans to rebuild a small in Nanchang. In the same period, Zhongwei also signed a total of more than 200 MOCVD equipment sales contracts with companies such as Zhaochi Semiconductor, Ganzhao Optoelectronics, Jucan Optoelectronics, Dehao Runda and Silan Mingxin.
It is worth noting that the two hundred MOCVD contracts mean that the Chinese market will at least have an incremental capacity of more than 3 million pieces per month in the next two years. The expansion of the LED chip industry has become a foregone conclusion.
As the leader of the domestic LED chip factory, Ganzhao Optoelectronics has invested heavily in 2017. Among them, the expansion of production of 20 quaternary chips for MOCVD. In addition, it plans to invest 5 billion yuan in a new phase to build a new LED chip factory in Nanchang, with a production capacity of 600,000 pieces per month.
It is worth noting that in the past two years, Ganzhao Optoelectronics has continued to exert its strength in the field of blue-green LED chips. Up to now, Ganzhao Optoelectronics has owned a total of 55 chambers of MOCVD (K465I model), and has grown into an important supplier of blue-green LED chips in the industry.
According to the 2017 financial report of Ganzhao Optoelectronics, its blue-green chip and epitaxial film plan to have a production capacity of 4.2 million pieces in 2017, the actual output reached 3.926 million pieces, and the capacity utilization rate reached 93.48%. In addition, the capacity under construction reached 7.2 million pieces.
Recently, the responsible person of Ganzhao Optoelectronics revealed in the investor's activities that “the production capacity of 7.2 million pieces of dry photoelectric blue-green light is expected to be gradually released at the end of 2018. At present, the backbone personnel are basically in place, and the project is fully advanced. Wait until the production capacity After the goal is all achieved, strive to rank in the top three positions in the domestic blue-green market."
So, who is now the top three companies in the domestic LED blue-green chip?
According to a survey by the Institute of Advanced Industrial Research and Development LED Research, at present, the top three chip manufacturers in the domestic LED blue-green optical chip production capacity are Sanan Optoelectronics, Huacan Optoelectronics and Aoyang Shunchang.
Among them, Sanan Optoelectronics' blue-green LED chip has a monthly production capacity of 3 million pieces per month, ranking first in the domestic market. Huacan Optoelectronics' blue-green LED chips are also unsatisfied, with a production capacity of 1.6 million pieces per month, ranking second in the domestic market. In the third place of the Australian Ocean Shunchang, 2017 LED chip production capacity increased rapidly from 200,000 pieces / month to 1 million pieces / month.
At the same time, Sanan Optoelectronics, Huacan Optoelectronics and Aoyang Shunchang are currently expanding production. At the end of last year, Sanan Optoelectronics invested a total of 33.3 billion yuan in the expansion of semiconductor projects. It is certain that the capacity of Sanan Optoelectronics Chip will further increase after the release of capacity.
Regarding the blue-green LED chip part of Huacan Optoelectronics, Gaogong LED reviewed the financial report and found that the 2017 Huacan Optoelectronic LED Blu-ray chip is expected to have a production capacity of 290,000 KK/year, the actual output is 270,000 KK/year, and the capacity utilization rate is 93.41%. The LED green chip is expected to have a production capacity of 180,000 KK/year, the actual output is 170,000 KK/year, and the capacity utilization rate is 94.84%.
In addition, as the new factory in Yiwu is under construction in 2017, the production capacity in the expansion is still in the process of release, and the capacity under construction is released at the end of the first quarter of 2018.
On August 25, Aoyang Shunchang also said on the interactive platform that the company's 400,000 piece/month capacity MOCVD equipment has gradually started to be installed in the factory, which is not affected by other events. The company's progress is normal, and the company's graphite disk supply is in good condition. .
It must be said that Ganzhao Optoelectronics wants to be among the top three in China in the blue-green LED chip segment, and it will take some effort. Ganzhao Optoelectronics said that in the future, the blue-green optical chip will follow the scale, and the expansion will enlarge the scale. At the same time, the LED chip manufacturing industry is an industry with obvious scale effect. The larger the scale, the lower the cost and the strong upstream and downstream bargaining power. In the future competition of manufacturers, scale has become one of the important chips.
In general, the follow-up of Ganzhao Optoelectronics will firmly implement the expansion project, not only in the top three in the blue-green optical chip, but also strive to become the top three manufacturers in the LED chip industry.
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